EFA vs IVW
Comparison between ISHARES MSCI EAFE ETF (EFA, ETF) and ISHARES S&P 500 GROWTH ETF (IVW, ETF).
5-Year PerformanceIVW has outperformed EFA, delivering a return of +14.1% compared to +8.7%
EFA vs IVW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EFA
$77B
IVW
$76B
Expense Ratio
EFA
0.32%
Winner
IVW
0.18%
Max Drawdown
EFA
63.18%
Winner
IVW
61.38%
Sharpe Ratio
EFA
1.15
Winner
IVW
1.33
5Y Beta
Winner
EFA
0.75
IVW
1.22
P/E Ratio
EFA
N/A
IVW
29.87
Forward P/E
EFA
N/A
IVW
24.28
PEG Ratio
EFA
N/A
IVW
0.48
5Y Dividends CAGR
Winner
EFA
12.97%
IVW
1.24%
5Y EPS CAGR
EFA
N/A
IVW
35.27%
Debt to Equity
EFA
N/A
IVW
7.33%
P/S Ratio
EFA
N/A
IVW
5.85
P/B Ratio
EFA
N/A
IVW
8.58
EFA vs IVW - Holdings Comparison
EFA and IVW have 1 common holdings. Overlap is -0.10%
EFA's top 25 holdings weight is 23.97%. IVW's top 25 holdings weight is 73.33%.
| Rank | EFA | IVW |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 3.38% | NVIDIA CORP (NVDA) - 14.12% |
| #2 | HSBC HOLDINGS PLC (n/a) - 1.46% | APPLE INC (AAPL) - 5.92% |
| #3 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.34% | MICROSOFT CORP (MSFT) - 5.92% |
| #4 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.30% | BROADCOM INC (AVGO) - 5.88% |
| #5 | ASTRAZENECA PLC (AZN:XLON) - 1.26% | ALPHABET INC CLASS A (GOOGL) - 5.69% |
| #6 | NESTLE SA (n/a) - 1.19% | ALPHABET INC CLASS C (GOOG) - 4.58% |
| #7 | SHELL PLC (n/a) - 1.12% | META PLATFORMS INC CLASS A (META) - 4.51% |
| #8 | SIEMENS AG (n/a) - 1.05% | AMAZON.COM INC (AMZN) - 3.98% |
| #9 | BHP GROUP LTD (n/a) - 1.04% | TESLA INC (TSLA) - 3.85% |
| #10 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.97% | ELI LILLY AND CO (LLY) - 2.47% |
| #11 | TOKYO ELECTRON LTD (n/a) - 0.88% | VISA INC CLASS A (V) - 1.73% |
| #12 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.87% | JPMORGAN CHASE & CO (JPM) - 1.54% |
| #13 | BANCO SANTANDER SA (n/a) - 0.85% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% |
| #14 | TOTALENERGIES SE (TTE) - 0.80% | MASTERCARD INC CLASS A (MA) - 1.39% |
| #15 | ALLIANZ SE (n/a) - 0.79% | n/a (PLTR) - 1.29% |
| #16 | SCHNEIDER ELECTRIC SE (n/a) - 0.78% | NETFLIX INC (NFLX) - 1.28% |
| #17 | SAP SE (n/a) - 0.78% | COSTCO WHOLESALE CORP (COST) - 1.23% |
| #18 | TOYOTA MOTOR CORP (n/a) - 0.76% | ORACLE CORP (ORCL) - 1.14% |
| #19 | ABB LTD (n/a) - 0.74% | WALMART INC (WMT) - 1.04% |
| #20 | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 0.74% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.90% |
| #21 | WESTPAC BANKING CORP (n/a) - 0.39% | CATERPILLAR INC (CAT) - 0.87% |
| #22 | TOKIO MARINE HOLDINGS INC (n/a) - 0.38% | SALESFORCE INC (CRM) - 0.77% |
| #23 | NATIONAL GRID PLC (n/a) - 0.37% | INTUITIVE SURGICAL INC (ISRG) - 0.63% |
| #24 | LLOYDS BANKING GROUP PLC (n/a) - 0.37% | AMERICAN EXPRESS CO (AXP) - 0.61% |
| #25 | NATIONAL AUSTRALIA BANK LTD (n/a) - 0.36% | UBER TECHNOLOGIES INC (UBER) - 0.60% |
| Total Holdings | 663 | 220 |
EFA vs IVW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EFA
+0.09%
IVW
-2.04%
3M
EFA
+8.59%
Winner
IVW
+15.78%
6M
Winner
EFA
+8.08%
IVW
+7.44%
1Y
EFA
+21.83%
Winner
IVW
+26.74%
5Y(CAGR)
EFA
+8.72%
Winner
IVW
+14.09%
10Y(CAGR)
EFA
+8.90%
Winner
IVW
+19.61%
Max(CAGR)
EFA
+6.88%
Winner
IVW
+12.33%
EFA vs IVW - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | EFA | IVW |
|---|---|---|
| 2026 | +7.25% | +8.60% |
| 2025 | +32.00% | +21.97% |
| 2024 | +4.68% | +38.04% |
| 2023 | +17.36% | +31.48% |
| 2022 | -14.90% | -30.04% |
| 2021 | +10.88% | +33.79% |
| 2020 | +6.51% | +34.55% |
| 2019 | +22.28% | +37.93% |
| 2018 | -14.44% | +2.49% |
| 2017 | +24.32% | +31.77% |
| 2016 | +2.95% | +13.89% |
| 2015 | -0.57% | +10.41% |
| 2014 | -4.51% | +20.63% |
| 2013 | +19.53% | +35.40% |
| 2012 | +15.65% | +19.34% |
| 2011 | -12.97% | +8.74% |
| 2010 | +5.38% | +18.40% |
| 2009 | +25.33% | +33.37% |
| 2008 | -40.83% | -31.43% |
| 2007 | +9.51% | +13.01% |
| 2006 | +21.73% | +13.02% |
| 2005 | +14.14% | +8.74% |
| 2004 | +22.19% | +11.52% |
| 2003 | +40.10% | +25.75% |
| 2002 | -12.76% | -22.05% |
| 2001 | -4.77% | -6.64% |
| 2000 | N/A | -14.56% |
EFA vs IVW Drawdown Comparison
The maximum drawdown for EFA was -61.04%, occurring on Mar 9, 2009. Recovery took 1660 trading sessions.
The maximum drawdown for IVW was -53.83%, occurring on Jul 23, 2002. Recovery took 1718 trading sessions.
The current EFA drawdown is -2.03%. The current IVW drawdown is -5.48%.
| Rank | EFA | IVW |
|---|---|---|
| #1 | -61.04% Oct 31, 2007 - Jun 6, 2014 | -53.83% Jul 17, 2000 - May 18, 2007 |
| #2 | -34.19% Jan 26, 2018 - Nov 16, 2020 | -46.68% Oct 12, 2007 - Oct 13, 2010 |
| #3 | -29.61% Aug 24, 2001 - Sep 18, 2003 | -32.72% Dec 27, 2021 - Mar 1, 2024 |
| #4 | -29.49% Sep 7, 2021 - Feb 16, 2024 | -31.35% Feb 19, 2020 - Jun 8, 2020 |
| #5 | -22.97% May 15, 2015 - May 4, 2017 | -22.15% Feb 19, 2025 - Jun 24, 2025 |
| #6 | -15.76% May 9, 2006 - Oct 26, 2006 | -19.85% Oct 1, 2018 - Mar 21, 2019 |
| #7 | -14.53% Jul 2, 2014 - May 15, 2015 | -15.81% Jul 7, 2011 - Jan 18, 2012 |
| #8 | -14.05% Mar 19, 2025 - May 2, 2025 | -13.75% Oct 29, 2025 - Apr 15, 2026 |
| #9 | -11.58% Jul 12, 2007 - Oct 1, 2007 | -12.73% Jul 10, 2024 - Oct 14, 2024 |
| #10 | -11.42% Feb 25, 2026 - Jun 15, 2026 | -12.51% Dec 29, 2015 - Mar 30, 2016 |
| #11 | -10.14% Sep 26, 2024 - Mar 5, 2025 | -11.46% Jul 20, 2015 - Oct 23, 2015 |
| #12 | -9.81% Feb 17, 2004 - Oct 6, 2004 | -10.43% Sep 2, 2020 - Dec 1, 2020 |
| #13 | -7.67% Jul 12, 2024 - Aug 21, 2024 | -9.87% Jan 26, 2018 - Jun 1, 2018 |
| #14 | -7.59% Feb 26, 2007 - Apr 3, 2007 | -8.68% Jul 19, 2007 - Sep 26, 2007 |
| #15 | -7.19% Mar 4, 2005 - Aug 3, 2005 | -8.65% Feb 12, 2021 - Apr 5, 2021 |
Correlation
Correlation between EFA and IVW is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2000 - 2026)
EFA vs IVW dividend yield comparison.
| Year | EFA | IVW |
|---|---|---|
| 2026 | 1.60% | 0.17% |
| 2025 | 3.38% | 0.40% |
| 2024 | 3.24% | 0.43% |
| 2023 | 2.98% | 1.03% |
| 2022 | 2.69% | 0.92% |
| 2021 | 3.33% | 0.46% |
| 2020 | 2.13% | 2.60% |
| 2019 | 3.10% | 6.51% |
| 2018 | 3.39% | 5.11% |
| 2017 | 2.57% | 5.21% |
| 2016 | 3.07% | 6.06% |
| 2015 | 2.76% | 6.05% |
| 2014 | 3.72% | 5.47% |
| 2013 | 2.54% | 5.79% |
| 2012 | 3.09% | 7.28% |
| 2011 | 3.45% | 6.46% |
| 2010 | 2.40% | 5.52% |
| 2009 | 2.61% | 5.51% |
| 2008 | 4.12% | 6.67% |
| 2007 | 2.55% | 4.66% |
| 2006 | 2.09% | 4.72% |
| 2005 | 1.87% | 5.07% |
| 2004 | 4.51% | 6.76% |
| 2003 | 3.44% | 4.37% |
| 2002 | 5.70% | 4.28% |
| 2001 | 0.62% | 2.71% |
| 2000 | 0.00% | 1.56% |
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